NJHero
New Member

State tax filing

I narrowed the issue to two factors

1. Investment import from Fidelity 

2. Specially transactions associated with options

 

I deleted all my investments,  reloaded investment tax info from each institution individually and navigated till NJ tax filing. 

Investments uploaded from ETrade, Charles Swab are fine and no issue observed, when the Fidelity investments are uploaded, NJ tax review screens throws an error. I think TT is not parsing the data from Fidelity correctly.

Work around - don't report transaction level for Fidelity,  aggregate entire year gain/loss and report it as one transaction.